Friday, August 14, 2026: Zhipu GLM-5.3 and Alibaba Qwen3.8-27B both shipped open-source SOTA. Qwen runs on consumer GPUs and handles image/video.

Baidu's Kuku AI launched on both platforms. MAU already climbing hard. Compute demand is up 10-fold in two years. Robots are the new power hogs entering the real world. A trillion-valued AI startup just got born, co-founded by Chinese entrepreneurs. Yu Jiahui walked from Meta and a reported 700M salary to build. So what? Open-source Chinese AI is shipping weekly, compute is compounding, and money is chasing Chinese founders. The AI trade is not just US megacaps anymore.

Baidu's Kuku AI launched on both platforms. MAU already climbing hard.